Institute for Wealth Management’s Axon Enterprise AXON Stock Holding History

Institute for Wealth Management’s Portfolio AXON Stock Details AXON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$17.1M	Buy	20,694 +68	+0.3%	+$56.3K	1.91%	5
2025 Q1	$10.8M	Sell	20,626 -80	-0.4%	-$42.1K	1.39%	7
2024 Q4	$12.3M	Sell	20,706 -114	-0.5%	-$67.8K	1.54%	5
2024 Q3	$8.32M	Sell	20,820 -15	-0.1%	-$5.99K	1.05%	10
2024 Q2	$6.13M	Buy	20,835 +2	+0%	+$588	0.82%	13
2024 Q1	$6.52M	Buy	20,833 +83	+0.4%	+$26K	0.84%	12
2023 Q4	$5.36M	Sell	20,750 -139	-0.7%	-$35.9K	0.87%	14
2023 Q3	$4.16M	Sell	20,889 -60	-0.3%	-$11.9K	0.75%	17
2023 Q2	$4.09M	Buy	20,949 +61	+0.3%	+$11.9K	0.69%	20
2023 Q1	$4.7M	Sell	20,888 -100	-0.5%	-$22.5K	0.9%	12
2022 Q4	$3.48M	Sell	20,988 -235	-1%	-$39K	0.73%	23
2022 Q3	$2.46M	Sell	21,223 -36	-0.2%	-$4.17K	0.55%	37
2022 Q2	$1.98M	Hold	21,259	–	–	0.39%	56
2022 Q1	$2.93M	Hold	21,259	–	–	0.47%	42
2021 Q4	$3.34M	Sell	21,259 -111	-0.5%	-$17.4K	0.54%	32
2021 Q3	$3.74M	Hold	21,370	–	–	0.66%	25
2021 Q2	$3.78M	Sell	21,370 -20	-0.1%	-$3.54K	0.66%	25
2021 Q1	$3.05M	Sell	21,390 -1,840	-8%	-$262K	0.58%	33
2020 Q4	$2.85M	Sell	23,230 -994	-4%	-$122K	0.57%	35
2020 Q3	$2.2M	Hold	24,224	–	–	0.5%	40
2020 Q2	$2.38M	Buy	24,224 +100	+0.4%	+$9.81K	0.58%	31
2020 Q1	$1.71M	Sell	24,124 -424	-2%	-$30K	0.53%	40
2019 Q4	$1.8M	Sell	24,548 -150	-0.6%	-$11K	0.41%	52
2019 Q3	$1.4M	Sell	24,698 -200	-0.8%	-$11.4K	0.35%	69
2019 Q2	$1.6M	Sell	24,898 -1,389	-5%	-$89.2K	0.35%	66
2019 Q1	$1.43M	Sell	26,287 -1,000	-4%	-$54.4K	0.31%	77
2018 Q4	$1.19M	Sell	27,287 -1,125	-4%	-$49.2K	0.49%	52
2018 Q3	$1.89M	Buy	28,412 +500	+2%	+$33.2K	0.64%	44
2018 Q2	$1.76M	Sell	27,912 -800	-3%	-$50.5K	0.56%	52
2018 Q1	$1.21M	Sell	28,712 -211	-0.7%	-$8.86K	0.36%	95
2017 Q4	$769K	Sell	28,923 -10,028	-26%	-$267K	0.18%	167
2017 Q3	$889K	Sell	38,951 -444	-1%	-$10.1K	0.29%	117
2017 Q2	$1M	Buy	+39,395	New	+$1M	0.28%	115